Cold Open ... Round Two of Nonzero × Doom Debates ... Trump, the FTC, and an Industry Feeling the Heat ... Google Says Gemini 4 Exists ... Greg Brockman Pulls His $25M from Leading the Future ... The Break-Ins Keep Coming ... The Market Wants Agent Swarms ... The End of “Alignment by Default” ... The Prelude to Recursive Self-Improvement ... David Sacks Can’t Explain Dario ... The All-In Echo Chamber ... Scott Alexander vs. Steven Pinker ... Jason Calacanis vs. the Public Benefit Corporation ... The Elephant in the Room Is the AI ... What the Average American Thinks ... From Chatbot to Agent to Swarm ... Boeing, Agent Swarms, and the Off Switch ... Skynet as a Botnet That Trades With Us ... Tyler Cowen: National Treasure, Net Negative on AI ... Liron’s Doomer DCF Yields a 20x P/E ... Interest Rates: Where Cowen Has Me ... Does Pinker Owe Us a Debate? ... Pinker vs. Instrumental Convergence ... Wrap-Up ...